See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,241 | $60,545-68.2% | $92,233-79.1% | $69,631-72.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 13.81% | 19.71%-5.9pp | 176.28%-162.5pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,292 | $2,633-50.9% | $3,679-64.9% | $2,032-36.4% |
| Participant deferral / active EE | $585 | $2,828-79.3% | $3,897-85.0% | $3,224-81.9% |
| Admin fee / account holder | $165 | $145+14.0% | $5,194-96.8% | $110+49.5% |